Summary
Overview
Work History
Education
Skills
Certification
Timeline

Lisa Donaldson

Mesquite,TX

Summary

Dynamic individual with hands-on experience in Business Development, and a talent for navigating challenges. Enhancing customer engagement and helping streamline operations with my team. Heavily involved with CRM software and providing exceptional customer service. I foster strong client and vendor relationships, meeting targeted goals. I bring forward-thinking skills, problem-solving skills, and a proactive approach to new tasks. I am known for my adaptability, creativity, and result-oriented mindset. I am committed to making meaningful contributions and advancing the organizational goals.

Overview

20
20
years of professional experience
3
3
Certification

Work History

Marketing and Business Development Coordinator /Administrative Assistant

Christian Care Communities & Services
05.2015 - Current
  • Coordinate ordering all Marketing Materials, and promotional giveaways for 3 communities.
  • Work with CRM software to manage customer information and track sales activities efficiently. Heavy communication with potential clients.
  • Managed social media campaigns to increase brand engagement.
  • Oversee preparation of marketing printing, emails, and other collateral, along with website review.
  • Maintained confidentiality of sensitive information.
  • Deliver excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Promote a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinate office supply inventory, and assist supervisor with operation tasks.
  • Support executive staff through scheduling meetings, and preparing documents and invoice processing.
  • Manage expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Interact with vendors, contractors, and professional services personnel to order and receive orders, direct activities, and communicate instructions.
  • Facilitate timely delivery of special projects to meet organizational and departmental objectives.
  • Opened and properly distributed incoming mail.

Owner / Designer

DBL Decorators
04.2005 - 05.2015
  • Developed and maintained strong client relationships, resulting in repeat business and referrals.
  • Oversaw and managed daily operations, ensuring all tasks were completed accurately and efficiently.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service. My work was included in the Plano Texas parade of homes.

Executive Assistant

Automated Circuit Design
03.2010 - 10.2011
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings, and appointments, and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for the executive team and senior management group.
  • Organized and coordinated conferences and monthly meetings.
  • Answered a high volume of phone calls and email inquiries.
  • Coordinated AP Invoices, and called on receivables.

Paraprofessional

Garland Independent School District
08.2008 - 03.2010
  • Improved classroom management by assisting teachers with behavioral interventions and monitoring student progress.
  • Supervised 30 students during non-instructional periods such as lunch, recess, or field trips, ensuring safety at all times.
  • Fostered a positive learning environment by establishing a strong rapport with students, parents, and faculty.
  • Collaborated with teachers to develop and implement individualized education plans for students with special needs.
  • Strengthened student literacy skills through targeted reading intervention programs tailored to individual needs.
  • Ensured compliance with state regulations by maintaining thorough documentation of services provided to students with disabilities.
  • Loved on all the children.

Office Manager

Research Across America
01.2007 - 08.2007
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Handled sensitive information with discretion, maintaining the confidentiality of company documents.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Served as a liaison between upper management and staff members, facilitating communication to address concerns or issues promptly.
  • This was a temporary assignment, a clinical research double-blind study funded by the drug company Prometa.
  • Coordinated 200 challenging individuals with addictions to show up to appointments and rewarded them for participating in the study.

Education

High School Diploma -

Warren Travis White, Dallas, TX

No Degree - Medical Management

Richland College, Dallas, TX
  • Continuing education in Medical field

Skills

  • CRM software
  • Direct mail campaigns, email marketing
  • Event Planning
  • Analytical thinking
  • MS office suite
  • Excellent Customer Service
  • Account Reconciliation / Budgeting
  • Expense reports
  • Vendor relations

Certification

  • Basic Life Support Certification (BLS)
  • HIPPA Certified
  • Certified Dementia Practitioner (CDP)

Timeline

Marketing and Business Development Coordinator /Administrative Assistant - Christian Care Communities & Services
05.2015 - Current
Executive Assistant - Automated Circuit Design
03.2010 - 10.2011
Paraprofessional - Garland Independent School District
08.2008 - 03.2010
Office Manager - Research Across America
01.2007 - 08.2007
Owner / Designer - DBL Decorators
04.2005 - 05.2015
Warren Travis White - High School Diploma,
Richland College - No Degree, Medical Management
Lisa Donaldson